Benjamin UySmith, CFP - Prestige Financial

Benjamin UySmith, CFP - Prestige Financial As a fiduciary, consulting in areas of finance such as investments, tax efficiency, personal and business financial planning, and estate planning.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIP

C (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

CA Insurance Lic. # 0M27196

Prestige Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and...
12/13/2024

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2025. Let's make sure you're set up for success in 2025. Feel free to reach out for more information and to discuss how we can optimize your planning strategies.
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Wishing you and your family a very happy and spooky Halloween!
10/31/2024

Wishing you and your family a very happy and spooky Halloween!

The shift from saving to spending in retirement means a new set of strategies to help you feel secure for the long-term....
10/22/2024

The shift from saving to spending in retirement means a new set of strategies to help you feel secure for the long-term. Read our guide to decumulation to learn how strategic spending can help you make the most of your savings. For a personal check-in, reach out and we'll discuss where you are now and a plan to help you work towards what you need for the future.

Learn the role decumulation plays in your retirement and how to create a spending plan to support your long-term needs.

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a d...
10/16/2024

Want to give to charity, but worried about giving scams? Here are six steps to ensuring your gift will actually make a difference, rather than line the pockets of scammers. Talk to your financial professional to learn more.

Between the ubiquitous bell-ringing volunteers outside grocery stores and the posh fundraisers trying to take advantage of fourth-quarter generosity,

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26) 10/15 Did you know that 63% of U.S. households ov...
10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

Today, I want to encourage everyone to support mental health resilience. Be an advocate. Start a dialogue. Remember to s...
10/10/2024

Today, I want to encourage everyone to support mental health resilience. Be an advocate. Start a dialogue. Remember to self-care. And, most importantly, listen.

10/10/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Just When We Recalibrated, Another Shock Arrived".

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-be...
10/10/2024

It's Open Enrollment! Empower your financial future! Maximize employer-sponsored benefits. Secure your financial well-being with retirement savings and planning. Let’s talk about how to navigate your financial journey. Contact me today!

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial...
10/08/2024

Maximize your financial well-being by enrolling in your employer-provided benefits! From retirement savings to financial planning, the right choices today can set you up for success tomorrow. Take charge of your future—start by understanding and utilizing your benefits. Contact me today and I can help you maximize your benefits

10/02/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Gold Rally is No Flash in the Pan".

09/26/2024

Check out LPL Financial Research's Weekly Commentary on the market: "Policy Crosscurrents: Potential Market Impacts".

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the righ...
09/19/2024

Life insurance is more than just a policy—it's a safety net for your loved ones. Protect what matters most with the right financial strategies. Start planning today for peace of mind tomorrow. Contact me now to explore your options and help secure your family's well-being!

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1020 Southhill Drive Ste 350
Cary, NC
27513

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